sales i Quick Tour

Sales-I

screenshot demo A quick tour on how to increase sales in the Automotive Aftermarket.

Prepared by JD Meints

Company Dashboard

At a glance sales

comparison by

month. Instantly know if

you are up or

down vs. last year.

Alerts are the key

Alerts are setup to give you the bottom

line on key sales performance indicators.

With 1-click you know everything

sales or profit related.

Customer testimonial

• “simple and intuitive to use; it does the job of identifying

changes in buying behaviour and the ‘alert’ system

pushes that information in real-time to laptops and

mobile phones. Exactly what every proactive sales team

needs"

View & schedule action

Example: Click an alert to view your top 200 spending accounts

which are down 20% or more from last year..

Directly view and

schedule actions

for you or your

sales team.

Slice & dice ALL your customer data in seconds

View sales and leakage by customer, branch, salesperson,

territory & more.

Compare by product line, part #,

customer type, transaction type, and

more.

Sales leakage

Take a deep dive to

find out why a

customer is down.

Instantly know

which accounts

are down & by

how much.

Leakage, the full picture

Are you up in

sales, but down on

profit by

customer?

Are you down in sales, but up on

profit by product line? by branch? Or

by…you decide?

The full picture

What are your total unit sales? total cost? total

profit?

View by several key areas. By customer, location, territory, sales rep, product

category and more.

On top of trends

Instant view of

sales trends.

Red your down,

green your up.

No reports to run.

Where are your sales gaps?

Instantly know

where you have

lost revenue and

take action.

Drill down by customer, sales rep, location, territory, customer, product

type and more.

What lines are declining?

Drill down thru product line and category to find

which parts are declining by customer

or territory.

Accurate, instant results allowing

you to take immediate action.

Sales leakage by geography

Which of your

territories are up

or down.

At a glance view of what areas are

down– do you have a new competitor?

Geographic sales leakage by line

In New York

AIMCO & Moog

are down the

most. AIMCO is down

over $26,000 time

to investigate.

Integrated customer relationship management

Generate sales calls or visits for yourself and sales staff based

on actual sales activity.

Generate calls & appointments based on sales alerts, time since last contact or

more.

Integrated calendars

Scheduled calls and appointments go

right to Outlook or mobile device.

Integrated email

notifications Actionable sales

alerts go right to

your INBOX.

Take action and schedule follow up

right from your email.

Now lets make a sales call

Mid-America’s dashboard gives you instant sales history

before you call. Quickly see if this

account is rising

or falling..

In our example

we will select

customer “Mid-

America Service”

One click ALERTS make you more effective

Before I call I

know

EVERYTHING I

SHOULD.

Schedule or update my activity so we

can track action on alerts.

Top 200 account

down 20% from last

year

Down 10% in purchases

from our top line AIMCO

Qualify for our tool

promotion

Customer testimonial

• “a major customer where the spend was up but where a

sales-i alert showed a decline in parts. We followed up

on the alert and identified a new competitor in the market

who was working in our customer account taking

business in that line. Without sales-i we simply would not

have identified that until a stage where the competitor

had established itself and was taking a sizeable share of

our orders.”

Customer YTD spend summary

What has Mid-

America Service

spent with me

Quickly know

totals sales, cost &

profit

Customer GP% gauge

Mid-America Service fluctuates between high &

medium range GP% Where does Mid-

America stack up

on my profit

gauge.

Top 5 product groups

I now know Mid-

America’s top five

lines purchased.

And the top 5

product

categories

purchased.

Spend mix analysis

Quick know what percentage Mid-

America spends on every line or

category.

Mid-America is down in 3 lines,

Standard Motor, A-1 Carrdone & AIMCO

Create a customer snapshot

Create a professional snapshot report &

presentation in seconds.

A customizable account report

created in seconds. CLICK TO

DOWNLOAD.

Managing goals

Compare actual

sales vs. goal

month over

month.

Red = below goal

Green = above

goal

Product line leakage

The customer leakage view shows us what lines Mid-America is down

most.

We can see they are down $9,164 in

MOOG. Are they buying from our

competitor?

Part level leakage

We can drill down into MOOG to

understand which parts they are not

buying..

We see that a top

selling part#

K80197 is down

$5,075 this period.

Transaction type detail

In this example

we see Invoices &

Credits.

Mid-America has returned $476 on

$27,985 in purchases across 573 invoices & 17

credits.

Customer testimonial

“sales-i gives us greater visibility of sales, margins and

profitability and in this difficult market that enables us to

respond faster to sales opportunities and reduce slippage,

sales people are now more effective at their jobs with a

better understanding of their customers”

James Hylton, VP Sales & Marketing

Customer details

At a glance view

of key account

information.

Easily navigate your customers record

card to view & input important customer

details.

Key contacts

View and add

contacts to your

customer record.

Customer note history

View all notes

added to a

customer record.

Customizable fields allowing you to setup

quick forms for adding quality notes.

Customer potential

View potential

and actual spend

by areas you

specify.

What percentage of your customers buying potential do you get?

What are your competitors getting?

Current opportunities

We have 2 open

opportunities with

Mid-America.

Our first is a $25,000 deal for braking. We

just prepared a snapshot proposal and discussed

single sourcing.

Key customer facts

We see Mid-America is a WD with growth potential and their

biggest competitor is Bumper-To-Bumper

Create as many custom fields as you need and

remember these can all be used in our Business

Intelligence views.

Customer size

Mid-America has

50 employees, 1

location and 0

bays.

Create as many custom fields as you need and

remember these can all be used in our Business

Intelligence views.

Credit information

View key

accounting

information about

your accounts.

Overall balance, average days to pay,

current balance, credit limit & more.

Complete sales team management

Instantly see who

your top

performing sales

reps are.

Rank by overall sales, cost, profit,

GP, average price & product count sold.

Drill into the details

What product

lines is your top

sales rep selling

most?

Are there any

lines which they

are selling below

GP targets?

Activity reporting, sales opportunities

View all sales opportunities by

category, braking, crash parts,

undercar etc. View size and

activity around

each opportunity.

Opportunity charts

What is our opportunity mix?

Crash parts, braking, filters etc.

What is the value

of our current

opportunities and

who owns them?

Call spend summary

How many calls

or visits have we

made to our

accounts?

What have our calls produced in revenue?

Are we wasting time on unproductive sales

calls?

Call out come report

Which sales reps have made the most calls? Have the most

calls scheduled?

Drill into the calls

to get the details

and results.

Call outcome charts

Which sales rep

has booked the

most sales cals?

What type of calls

have been

booked? Visits,

follow ups, orders.

Custom reports.

Create and export

custom account

detail reports.

Customer testimonial

“Signing up to sales-i is a no brainer. With no infrastructure

or hardware investment you only have to consider the

monthly cost which can be as little as $2 per sales person

per day. Balance that with upsell and cross sell

opportunities each worth between $400-$600 and you'll see

why we're so upbeat about sales-i.”

Adam Noble CEO Irongate Group

Thank you. Contact Us

818.338.6057

jdmeints@prolificonline.com